About This Job

The Intern, Professional Services is responsible for providing professional administrative and technical support to Orion. Each internship opportunity is designed to provide a valuable work experience in the student's area of interest, while receiving on the job training.

Essential Functions of the Job

• Assists Professional Services Manager with advisor-specific projects as needed.
• Works collaboratively with cross-functional teams from multiple parts of the organization to identify, action plan and implement best-in-class client experiences.
• Assists with content development and design for training materials, program artifacts, infographics, and reporting.
• Retrieves and imports investment transactions for all accounts managed by the Professional Services Team.
• Assists in the integration of Optical Character Recognition (OCR) technology with data entry workflows.
• Runs audit reports within client databases to inspect data and fix exception reports as needed.
• Compares and evaluates data within electronic system against electronic files.
• Analyzes client requests and deduces and explores possible solutions or forwards request on to appropriate department following-through until resolution.
• Audits performance runs on client accounts highlighting unusual performance numbers; reviews and remedies all data issues discovered.
• Utilizes various alternatives and troubleshooting methods to fix issues found during audit reports within client database.
• Keeps accurate timesheets for billable projects and ongoing billable relationships.

Skills Needed to Perform the Job

• Knowledge of investment accounting a plus
• Ability to work autonomously and execute projects with minimal direction.
• Ability to analyze basic data trends and create simple data visualizations.
• Ability to collaborate with business partners and internal stakeholders.
• Ability to provide quality customer service.

Ability to interact with other departments in the organization.

• Ability to multi-task while maintaining careful attention to detail.
• Ability to work effectively both individually and within a team environment.
• Ability to work with a sense of urgency to meet deadlines and address competing priorities.
• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook.
• Effective written, listening and verbal communication skills.
• Effective problem solving and organizational skills.

Education Needed to Perform the Job

• Minimum of a High School Diploma, GED or equivalent required.
• At least a current student in Junior or Senior standing working towards a bachelors degree in an applicable field required.
• Orion Industry Certification must be obtained within 90 days of employment.

Experience Needed to Perform the Job

• Prior experience in a relevant administrative or customer service role preferred.

*Equivalent education and experience will be considered

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.